Subscription forms are an essential part of any business. Whether you're selling products or services, having a well-crafted form can make the difference between a customer that sticks around and one that doesn't.
ClickUp's Subscription Form Template simplifies the process by helping you:
- Create custom forms tailored to your product/service
- Collect valuable customer information quickly and accurately
- Organize and store data in one central location for easy access
The Subscription Form template not only saves time but also ensures you get all the data you need to provide great customer service. Get started today with ClickUp!
Benefits of a Subscription Form Template
Using a subscription form template to streamline the sign-up process for your customers and prospects can have numerous benefits, including:
- Simplifying the data collection process
- Reducing mistakes and increasing accuracy
- Increasing customer engagement
- Improving customer service and support
Main Elements of a Subscription Form Template
ClickUp's Subscription Form Template is designed to help you easily manage the list of subscribers for your business. This List template includes:
- Custom Statuses: Mark task status such as Deactivated, Active, New Subscriber, and Unsubscribed to keep track of current subscribers in your CRM
- Custom Fields: Use 5 different custom attributes such as Birthday, Subscriber's Email, Interests, Update Schedule, and Subscription Duration to save vital information about subscribers and easily visualize subscriber data
- Custom Views: Open 4 different views in different ClickUp configurations, such as the Getting Started Guide, Subscribers, Subscribers Status, and Subscription Form so that all the information is easy to access and organized
- Project Management: Improve subscriber tracking with time tracking capabilities, tags, dependency warning, emails, and more
How to Use a Subscription Form Template
Subscription forms are a great way to stay in touch with customers, generate new leads, and keep track of customer information. Here are five steps to help you create a subscription form in ClickUp:
1. Identify your target audience
Before creating a subscription form, it's important to determine who your target audience is. That way, you can tailor the form to the right audience and make sure it's optimized to capture the information you need.
Use a Doc in ClickUp to brainstorm ideas for your target audience, such as demographics, interests, and buying habits.
2. Design the form
Using a form-building software, design your form to include input fields for data like name, email address, and other contact information. You can also add questions based on your target audience to better understand their interests and needs..
Use the Board view in ClickUp to design and organize your form into sections.
3. Add a call-to-action
A call-to-action (CTA) is a message that encourages users to take a desired action. An example of a CTA for a subscription form might be something like "Sign up now to stay informed!"
Create a task in ClickUp to remind yourself to add a CTA to your form.
4. Test the form
Before launching your form, it’s important to test it out to make sure it’s working properly. This includes testing out the form fields, the CTA, and any other features you’ve included.
Create a recurring task in ClickUp to remind you to regularly test your form.
5. Send out the form
Once your form is ready, you can decide how you want to send it out. Do you want to embed it on your website? Use email marketing campaigns? Or post it on your social media accounts.
Set up Automations in ClickUp to help you send out your form in a timely manner.
Get Started with ClickUp's Subscription Form Template
Subscribers can use this Subscription Form Template to help everyone stay on the same page when it comes to collecting customer data and managing subscriptions.
First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite relevant members or guests to your Workspace to start collaborating.
Now you can take advantage of the full potential of this template to create a successful subscription form:
- Use the Getting Started Guide View to quickly get up and running with all the necessary information to create a successful subscription form
- The Subscribers View will help you keep track of all of your subscribers and quickly view their status
- The Subscribers Status View will give you insight into the current statuses of your subscribers
- The Subscription Form View will give you a space to design and customize your form
- Organize tasks into four different statuses: Deactivated, Active, New Subscriber, Unsubscribed, to keep track of progress
- Update statuses as you progress through tasks to keep stakeholders informed of progress
- Monitor and analyze tasks to ensure maximum productivity
Get Started with Our Subscription Form Template Today
